The Director, Marketing Expenses - GWAM Segment is a senior finance leader responsible for providing strategic financial leadership, advisory, and oversight across the GWAM Marketing Segment. This role leads the FP&A; function supporting GWAM's major business units, acting as the primary finance business partner to GWAM Business Unit leadership teams.

The role is focused on enabling superior financial performance, forecast predictability, expense discipline, and decision support while helping business leaders balance growth, productivity, investment priorities, and affordability objectives. The successful candidate will build solid partnerships across the GWAM Segment, leveraging data-driven insights to influence strategic decisions, optimize expenses, and support enterprise transformation initiatives.

Position Responsibilities:

Strategic FP&A; Leadership & Business Partnership (≈50%)

- Lead the end-to-end expense FP&A; agenda for the Marketing Function in GWAM Segment, including forecasting, planning, risks and opportunities, management reporting, and executive presentations.
- Serve as the primary finance business partner to GWAM Business Unit leaders across Retail, Retirement, Institutional, and Shared Services.
- Provide proactive financial guidance, insights, and recommendations to support strategic, operational, and investment decisions.
- Improve forecast accuracy, transparency, and predictability through strong financial analysis, business engagement, and disciplined planning processes.
- Partner with Business Unit leadership teams to identify productivity opportunities, optimize expense performance, and support achievement of financial targets.
- Support executive discussions related to growth initiatives,



business cases, operating expense management, workforce planning, and investment prioritization.
- Collaborate closely with Group Finance, Global Functions Finance, and other partners to ensure alignment across planning and reporting activities.

Process Excellence, Automation & Transformation (≈15%)

- Advance the FP&A; agenda through process simplification, automation, and enhanced analytics.
- Improve the efficiency, scalability, and effectiveness of planning, forecasting, and management reporting processes.
- Leverage data, tools, and self-service reporting capabilities to provide enhanced business insights and decision support.
- Support broader Finance Transformation initiatives and implement best practices to modernize FP&A; capabilities.

Finance Leadership & Operating Model Excellence (≈10%)

- Contribute to the evolution of the Expense FP&A; operating model, driving consistency, accountability, and execution excellence across the finance.
- Act as a trusted advisor to senior Finance leaders on expense management strategies, forecasting methodologies, and performance improvement opportunities.
- Foster collaboration across Segment Finance, Corporate Functions, and Enterprise FP&A; teams to drive aligned outcomes and insights.

Required Qualifications:





- 10+ years of progressive Finance experience with deep expertise in FP&A;, business partnering, and executive stakeholder management.
- Experience supporting large business units, segments, or P&L; organizations within financial services or similarly complex environments.
- Proven ability to influence senior leaders and drive business decisions through financial insights and trusted advisory relationships.
- Demonstrated experience leading forecasting, planning, expense management, and performance reporting processes.
- Strong track record of driving process improvement, transformation, and operational excellence initiatives.
- Experience managing and developing high-performing teams.
- Undergraduate degree in Finance, Accounting, Economics, Business, or a related field.
- CPA, CFA, MBA, or equivalent professional designation preferred.

Critical Capabilities:

- Strategic mindset with the ability to connect financial performance, business strategy, growth objectives, and expense management.
- Exceptional relationship-building and influencing skills, with the ability to partner effectively with senior executives and business leaders.
- Strong commercial acumen and ability to translate complex financial data into actionable business insights.
- Excellent communication, executive presentation, and financial storytelling capabilities.
- Proven ability to balance long-term strategic priorities with short-term operational execution.
- High degree of judgment, accountability, and governance orientation.
- Advanced analytical and problem-solving skills with a passion for continuous improvement and modern FP&A; practices.
- Ability to thrive in a

📌 Director, GWAM Marketing Expenses (Toronto)
🏢 Manulife
📍 Toronto